Job Description
Elevate your career as an Investment Associate with ScotiaMcLeod in Montreal, Quebec, where personalized wealth management is the focus. Leverage your experience to identify business opportunities and deepen client relationships.
In this integral role within Scotia Wealth Management®, you will collaborate with Advisors and Total Wealth Specialists to enhance client connections. Your responsibilities include analyzing reports, identifying revenue growth opportunities, and leading junior associates while ensuring streamlined administrative practices.
Key Responsibilities:
• Identify new business opportunities to gather assets
• Analyze and present investment reports and recommendations
• Collaborate with Advisors for deeper client relationships
• Coach and direct junior associates in the branch
• Ensure streamlined administrative processes and task tracking
Requirements:
• Experience in the securities industry
...
In this integral role within Scotia Wealth Management®, you will collaborate with Advisors and Total Wealth Specialists to enhance client connections. Your responsibilities include analyzing reports, identifying revenue growth opportunities, and leading junior associates while ensuring streamlined administrative practices.
Key Responsibilities:
• Identify new business opportunities to gather assets
• Analyze and present investment reports and recommendations
• Collaborate with Advisors for deeper client relationships
• Coach and direct junior associates in the branch
• Ensure streamlined administrative processes and task tracking
Requirements:
• Experience in the securities industry
...